Moneris Go Quick start guide

Brand: Moneris

Model: Go

Category: POS terminals

Type: Quick start guide

Moneris® Go

Integrated

Getting Started Guide

Documentation Version: 1.0

Documentation Date: September 1, 2023

Moneris Go Integrated: Getting Started Guide 2

Contents

Document Control ........................................................................................................ 3

Introduction ................................................................................................................. 4

Before getting started ................................................................................................................................4

Moneris Go hardware checklist ..................................................................................................................5

Installing the Hardware ................................................................................................ 7

Diagram of the front of the Moneris Go ......................................................................................................7

Diagram of the back of the Moneris Go .......................................................................................................7

Connecting the charger to the Moneris Go ..................................................................................................8

Connecting the optional charging base to the Moneris Go ...........................................................................8

Communication .......................................................................................................... 10

Preparing your firewall (Wi-Fi communication) ......................................................................................... 10

Configuring the Moneris Go Integrated App ............................................................... 11

Installing an application to your terminal .................................................................................................. 11

Open the Launcher Application ................................................................................................................. 13

Configure Cloud and Direct ....................................................................................................................... 13

Accessing Integrated app settings ............................................................................................................. 18

Enabling Wi-Fi .......................................................................................................................................... 19

Password rules ......................................................................................................................................... 20

Maintenance and Care ................................................................................................ 21

Power off the terminal ............................................................................................................................. 21

Reboot the terminal ................................................................................................................................. 21

Terminal Care and Cleaning ...................................................................................................................... 22

Troubleshooting ......................................................................................................... 23

Merchant and Integrator Support ............................................................................... 24

Moneris Go Integrated: Getting Started Guide 3

Document Control

Rev.

Date

Summary of changes

1.0

1-September-2023

DX8000 Integrated GSG

Moneris Go Integrated: Getting Started Guide 4

Introduction

The Moneris Go is a smart solution with cloud integration intended for your point-of-sale application. Key

features include:

 PCI security for card entry (PCI PTS v5)

 Multiple card readers:

o integrated magnetic stripe

o integrated chip

o digital wallet

o embedded contactless reader

 Front camera (fixed focus, code scanning, 0.3MP)

 Rear camera (auto focus, flash, code scanning, 5MP)

 Cellular and Wi-Fi (2.4GHz band only)

 5-inch HD IPS capacitive display

 Thermal receipt printer

Use this guide to:

 Set up the hardware

 Configure the application and communication settings

 Synchronize the terminal with the Moneris host

 Troubleshoot if needed

Before getting started

Make sure you have received these items:

 Hardware

 A set of Moneris test cards

Note: Not applicable for production - QA only

 Account credentials for test or production including:

o Merchant ID

o Terminal ID

 Go Portal account for test or production (refer to Go Portal account creation). For National customers

please refer to your Client Consultant.

Moneris Go Integrated: Getting Started Guide 5

Environment Account credentials

Test  Merchant ID (MID) consisiting of 13 numeric digits beginning with 0030

 Associated Store ID (alphanumeric, typically beginning with mogo- or gwca-)

 Terminal ID (TID) consisting of 8 characters beginning with A1

Production  Merchant ID (MID) consisiting of 13 numeric digits beginning with 0030

 Associated Store ID (alphanumeric, typically beginning with mogo- or gwca-)

 Moneris terminal ID consisting of 8 characters beginning with A1

If anything is missing, contact your Moneris Client Consultant for assistance with ordering equipment and setting

up the related test account(s).

Moneris Go hardware checklist

Make sure you have received all the hardware required to install the terminal.

Item

Description

Integrated terminal

USB Micro-B charging cable

Moneris Go Integrated: Getting Started Guide 6

Item

Description

Optional charging base

Moneris Go Integrated: Getting Started Guide 7

Installing the Hardware

Get to know your Moneris Go terminal and follow steps to connect the charger or the optional charging base.

Diagram of the front of the Moneris Go

Use this diagram to get familiar with the interfaces and ports located in the front of the Moneris Go.

Diagram of the back of the Moneris Go

Use this diagram to get familiar with the interfaces and ports located on the sides and back of the Moneris Go.

Label

Hardware

Element

Function

Printer

Prints receipts and reports.

Contactless reader

Reads card information when a card is tapped.

Magnetic stripe

reader

Reads card information when a card is

swiped.

Touch screen

display

Displays information and allows you to enter

information by touching the screen.

Chip card reader

Reads card information when a chip card is

inserted

Label

Hardware

Element

Function

Rear camera

Scans QR codes on a receipt to help you find a

transaction to refund, void, or

reprint receipts.

Metal contacts

Connect the terminal with the optional charging

base

Moneris Go Integrated: Getting Started Guide 8

Connecting the charger to the Moneris Go

1. Un-fold the charging cable.

2. Insert the USB Micro-B connector into the USB port on the left

side of the terminal.

3. Make sure the AC adaptor is connected to the other end of the

charging cable. Plug the AC adaptor into a working electrical

outlet on a power bar.

Note: Use a power bar to avoid electrical surges.

4. The terminal displays the charging screen.

a. Wait for the battery icon to display the lightning bolt symbol.

This indicates that the terminal is receiving power and the

battery is charging.

b. Continue charging the terminal during the rest of the setup

procedures.

Connecting the optional charging base to the Moneris Go

1. Un-fold the charging cable.

Moneris Go Integrated: Getting Started Guide 9

2. Insert the USB connector into the USB port in the back of the

base.

3. Make sure the AC adaptor is connected to the other end of the

charging cable. Plug the AC adaptor into a working electrical

outlet on a power bar.

4. Dock the terminal on the base. Ensure that the metal contacts on

the underside of the terminal fit securely over the leads prong on

the base.

5. The terminal displays the charging screen.

a. Wait for the battery icon to display the lightning bolt symbol.

This indicates that the terminal is receiving power and the

battery is charging.

b. Continue charging the terminal during the rest of the setup

procedures.

Moneris Go Integrated: Getting Started Guide 10

Communication

To set up the Moneris Go, the terminal must have internet access and be able to communicate with Moneris.

This is made possible through the included SIM and cellular capabilities. If you wish to use Wi-Fi to connect the

Moneris Go to your network, you can do so during the application setup (Configuring the Moneris application).

Please note, the Moneris Go supports only the 2.4GHz band for Wi-Fi.

Preparing your firewall (Wi-Fi communication)

Please refer to Merchant Network Readiness Checklist

Moneris Go Integrated: Getting Started Guide 11

Configuring the Moneris Go Integrated App

To use the Cloud or Direct integration mode, you need to download the Go Integrated application from

the PAXSTORE. The Go Launcher application can be used to select a default Moneris application to

launch on start up.

Follow each section below to download applications, configure the Integrated application (for Cloud or

Direct) and to modify communication settings as needed.

Installing an application to your terminal

Follow the instructions below to install and launch your application choice on your terminal.

1. Tap on the PAXSTORE icon from the terminal home

screen.

The PAXSTORE will launch and display all available

applications.

2. From the available applications, tap the application

icon you wish to install.

Moneris Go Integrated: Getting Started Guide 12

3. Tap on INSTALL to begin the installation process.

It will take a few moments to complete the

installation to your terminal.

Note: Tap CANCEL to stop the installation process.

Note: The installed application icon will display on

your home screen for future use.

4. Tap OPEN to launch the application.

Note: Once the application is installed on your

terminal, it may launch automatically.

5. The new application is ready to use.

Moneris Go Integrated: Getting Started Guide 13

Open the Launcher Application

Ensure the Go Integrated application is downloaded from the PAXSTORE.

1. From the main screen on your terminal, locate the Launcher icon.

2. Wait while the sync process on your Moneris Go terminal begins.

3. Proceed to next section Configure Cloud and Direct.

Configure Cloud and Direct

The Laucher application will continue the sync process for a few seconds. Then the application is ready to

continue.

1. Select Go Integrated from the dropdown menu.

Note: The default selection is Moneris Go.

Tap Launch App to proceed.

Moneris Go Integrated: Getting Started Guide 14

3. Tap Go to begin configuring your Moneris Go application.

4. Tap English or Français to select language for the initial integrated setup.

Note: This screen is used (by the technician) to setup the language for the

initial integrated setup only.

Moneris Go Integrated: Getting Started Guide 15

5. Tap English or Français to select the language for the integrated Moneris Go

Slim terminal to communicate with Moneris.

6. Select the communication settings:

 Operational mode: Choose between Direct or Cloud

Note: The default option is Disabled.

• Direct will display Port default value of 1180

Note: An error message is displayed for an invalid Port number

between 0 and 1179.

 Print to ECR: Toggle between On or Off

Note: Cardholder choice should be enabled in Receipts settings.

• On will not print a physical receipt when cardholder selects print

• Off will print a physical receipt when cardholder selects print

Note: The ECR will always receive transaction response.

 Wi-Fi: Tap Dynamic or Static IP Address for ECR connection

Note: You may need to configure these features in the Android setup

then return to this screen to continue.

Note: If terminal has internet connection, IP Address will be displayed

below in green.

 Ethernet: Tap Dynamic or Static IP Address for ECR connection

Note: If terminal has internet connection, IP Address will be displayed

below in green.

Tap Save to accept the terminal language and integrated setup

configuration.

Moneris Go Integrated: Getting Started Guide 16

7. Wait while the sync process begins to retrieve the Moneris Merchant ID.

Note: If the sync process is not successful, “Account not activated”

message appears to contact Moneris support.

8. Tap on the Merchant ID field.

Enter your Merchant ID number received from TMS.

Note: 0030 is prepopulated in the field.

Note: You will have only three attempts to enter the Merchant ID.

Tap OK [O].

9. Wait while the sync process completes to sync with the Moneris host.

Note: If the sync process is not successful, “Sync with Moneris failed”

message appears. Tap Retry, this will take you back to the communication

settings.

Moneris Go Integrated: Getting Started Guide 17

10. Tap Go to continue to the integrated mode idle screen.

Moneris Go Integrated: Getting Started Guide 18

Accessing Integrated app settings

Follow the instructions below to continue with the integrated mode.

1. From the integrated mode idle screen, swipe inward from the left

side of the screen to access settings.

2. Select Settings and enter the default passcode

a. For QA: 123456

b. For Production: 212324

Note: passcodes will be modifiable in Go Portal in a future

update

3. From this screen you can access the integrated app setup options to

change your integration mode and more.

Moneris Go Integrated: Getting Started Guide 19

Enabling Wi-Fi

This section explains how to enable Wi-Fi communication on the Moneris Go as part of the software

configuration. It follows on from the communication settings in step 6. When you tap Wi-Fi in the

communication settings, the Android settings appear for Wi-Fi. You can now enable Wi-Fi and set up static IP if

needed.

1. Swipe down from the top of the screen.

You may need to swipe down again to see the full panel.

2. Tap the Wi-Fi network you want to connect to.

The terminal displays a list of available Wi-Fi networks.

3. Tap MORE SETTINGS on the bottom of the terminal screen.

4. To configure a hidden network, follow these steps. Otherwise, skip to step 5.

a. Tap on the three dots on the top right corner of the screen.

b. Tap Add network from the list.

c. Tap on the Network name field and manually enter the network name you want to connect to.

d. Tap on the Security dropdown menu.

e. Tap on the applicable security type from the available options.

f. Tap on the Password field and enter the password.

g. Tap SAVE.

5. To access the Static IP settings, if necessary, follow these steps. Otherwise, skip to step 8.

a. Tap and hold on the Wi-Fi network of your choice until the popup appears.

b. Tap on Modify network.

c. Tap on the small box to place a checkmark for Advanced options.

d. Scroll down and tap on the IP setting dropdown menu.

e. Tap Static.

f. Tap SAVE.

6. Tap on the circle at the bottom of the screen to exit.

Moneris Go Integrated: Getting Started Guide 20

Password rules

Follow these password rules to maintain the security of your device. Passwords that violate any of these rules

will not be accepted by the Moneris application.

Length 8 to 16 characters

Composition At least 1 number, 1 alpha character, and 1 non-alphanumeric character

Repeating characters No more than two repeating characters. For example, 22 is acceptable but 222 is not.

Avoid common

sequences

Avoid sequences like 123 or abc that are easy to guess. For example, 12 is acceptable

but 123 is not. Ab is acceptable but abc is not.

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Moneris Go Quick start guide

Brand: Moneris

Model: Go

Category: POS terminals

Type: Quick start guide

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Moneris Go Quick start guide

Moneris Go Quick start guide

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